Cadent Capital Advisors, LLC

Cadent Capital Advisors, LLC (CRD# 169704) is a financial advisory firm headquartered in Tulsa, OK. They manage $180,398,000 in 312 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $578,199
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, LA, MO, OK, TX

Financial Advisors at Cadent Capital Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David M. Foley
CRD#: 2835190
9206 South Toledo Avenue, Suite 100, Tulsa, OK 74137
96
Wealthminder
score

David Foley (CRD# 2835190) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 19 years of experience in the finance industry. David Foley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Philip A. Mooberry
CRD#: 4451496
9206 South Toledo Avenue, Suite 100, Tulsa, OK 74137
93
Wealthminder
score

Philip Mooberry (CRD# 4451496) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 15 years of experience in the finance industry.

3
Melinda J. Perry
CRD#: 4626468
9206 South Toledo Avenue, Suite 100, Tulsa, OK 74137
93
Wealthminder
score

Melinda Perry (CRD# 4626468) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 11 years of experience in the finance industry.

4
Ann M. Dagg
CRD#: 4519312
9206 South Toledo Avenue, Suite 100, Tulsa, OK 74137
83
Wealthminder
score

Ann Dagg (CRD# 4519312) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 14 years of experience in the finance industry.

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